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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,346 | $88,778+171.9% | $81,844+194.9% | $145,884+65.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 10.49% | 1033.03%-1022.5pp | 778.87%-768.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $3,853 | $3,087+24.8% | $2,916+32.1% | $4,662-17.4% |
| Participant deferral / active EE | $13,493 | $4,648+190.3% | $4,323+212.1% | $6,690+101.7% |
| Admin fee / account holder | $1,789 | $8,430-78.8% | $7,355-75.7% | $13,392-86.6% |